How it works This workflow runs on a daily schedule to analyze all Closed–Lost deals from your CRM and uncover the true reason behind each loss. It uses AI to classify the primary loss category, generate a confidence-backed explanation, and then create a realistic re-engagement strategy for every deal. All insights are consolidated into leadership-ready email and Slack summaries. Every analyzed deal and revival plan is logged for long-term tracking and audits. Step-by-step Trigger and fetch lost deals Schedule Trigger – Runs the workflow automatically at a defined time. Get many deals – Fetches all deal records from the CRM. If – Filters only deals marked as Closed–Lost. Edit Fields – Standardizes key deal attributes like amount, industry, owner, and loss reason. Analyze loss reasons and generate revival strategies Brief Explanation Creator – Uses AI to identify the primary loss category with confidence. Code in JavaScript – Parses and normalizes AI loss analysis output. Merge – Combines deal data with loss insights. Feedback Creator – Generates a practical re-engagement strategy for each lost deal. Code in JavaScript7 – Parses and safeguards revival strategy outputs. Merge4 – Merges deal details, loss analysis, and revival strategy into one final dataset. Report, notify, and store results Code in JavaScript11 – Builds a consolidated HTML summary email. Send a message4 – Sends the summary to stakeholders via email. Code in JavaScript12 – Creates a structured Slack summary. Send a message1 – Delivers insights to a Slack channel. Code in JavaScript10 – Reconstructs final data with delivery status. Append or update row in sheet – Logs all results into Google Sheets for audit and tracking. Why use this? Turns lost deals into actionable learning instead of static CRM records Gives sales teams clear, realistic re-engagement plans without manual analysis Provides leadership with concise, decision-ready summaries Creates a historical database of loss reasons and revival outcomes Improves pipeline recovery while enforcing consistent sales intelligence
